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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,963 | $100,194+0.8% | $122,979-17.9% | $86,983+16.1% |
| Participation rate | 96.2% | 73.0%+23.2pp | 77.2%+19.0pp | 69.5%+26.6pp |
| Annual return | 7.95% | 16.47%-8.5pp | 20.12%-12.2pp | 25.83%-17.9pp |
| Employer contribution / active EE | $9,703 | $2,326+317.2% | $3,062+216.8% | $2,584+275.4% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,281 | $10,148-28.2% | $12,864-43.4% | $7,856-7.3% |